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Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $131B
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+12.24%
1 Year Est. Return
+28.36%
3 Year Est. Return
+86.21%
5 Year Est. Return
+112.87%
10 Year Est. Return
+467.9%
AUM
$130B
AUM Growth
+$10.6B
Cap. Flow
-$164M
Cap. Flow %
-0.13%
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$338M
2
META icon
Meta Platforms (Facebook)
META
+$297M
3
BA icon
Boeing
BA
+$208M
4
UNH icon
UnitedHealth
UNH
+$183M
5
LIN icon
Linde
LIN
+$169M

Top Sells

Rank Stock Value
1
KR icon
Kroger
KR
+$306M
2
ACN icon
Accenture
ACN
+$268M
3
GS icon
Goldman Sachs
GS
+$191M
4
PLTR icon
Palantir
PLTR
+$169M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$152M

Sector Composition

Rank Sector Weight
1 Technology 26.98%
2 Financials 14.56%
3 Industrials 11.86%
4 Consumer Discretionary 9.48%
5 Healthcare 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TM icon
976
Toyota
TM
$224B
$4.67M ﹤0.01%
27,134
-12,547
-32% -$2.27M
STE icon
977
Steris
STE
$22.3B
$4.66M ﹤0.01%
19,416
+7,630
+65% +$1.78M
XENE icon
978
Xenon Pharmaceuticals
XENE
$6.06B
$4.61M ﹤0.01%
147,411
+102,559
+229% +$3.35M
PEB.PRE icon
979
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$88.4M
$4.61M ﹤0.01%
262,521
– –
MODV
980
DELISTED
ModivCare
MODV
$4.61M ﹤0.01%
1,476,045
-542,846
-27% -$999K
SLNO
981
DELISTED
Soleno Therapeutics
SLNO
$4.6M ﹤0.01%
+54,939
New +$4.11M
HWKN icon
982
Hawkins
HWKN
$2.67B
$4.59M ﹤0.01%
+32,329
New +$4.07M
MORN icon
983
Morningstar
MORN
$7.22B
$4.59M ﹤0.01%
14,616
-421
-3% -$125K
SYY icon
984
Sysco
SYY
$40.8B
$4.56M ﹤0.01%
60,242
+3,174
+6% +$230K
CQP icon
985
Cheniere Energy
CQP
$31.9B
$4.55M ﹤0.01%
81,230
+348
+0.4% +$20.4K
IONS icon
986
Ionis Pharmaceuticals
IONS
$8.6B
$4.53M ﹤0.01%
114,623
+12,150
+12% +$398K
DELL icon
987
Dell
DELL
$262B
$4.53M ﹤0.01%
36,914
+11,584
+46% +$1.18M
ZM icon
988
Zoom
ZM
$28.2B
$4.52M ﹤0.01%
57,991
+8,477
+17% +$655K
NTRS icon
989
Northern Trust
NTRS
$33.3B
$4.49M ﹤0.01%
35,424
+18,830
+113% +$1.93M
CBRE icon
990
CBRE Group
CBRE
$42.5B
$4.48M ﹤0.01%
31,974
+6,175
+24% +$781K
INFY icon
991
Infosys
INFY
$48.7B
$4.48M ﹤0.01%
241,627
+71,957
+42% +$1.29M
UTZ icon
992
Utz Brands
UTZ
$1.25B
$4.48M ﹤0.01%
356,599
+183,564
+106% +$2.4M
GH icon
993
Guardant Health
GH
$21.7B
$4.46M ﹤0.01%
85,700
-46,835
-35% -$2.09M
FITB
994
Fifth Third Bancorp
FITB
$51.2B
$4.44M ﹤0.01%
107,869
-7,379
-6% -$277K
ALGN icon
995
Align Technology
ALGN
$12.1B
$4.43M ﹤0.01%
23,424
-75,750
-76% -$13.4M
TWST icon
996
Twist Bioscience
TWST
$5.7B
$4.43M ﹤0.01%
120,419
+111,621
+1,269% +$3.86M
CCO icon
997
Clear Channel Outdoor Holdings
CCO
$1.23B
$4.42M ﹤0.01%
3,779,006
– –
HUM icon
998
Humana
HUM
$43.7B
$4.39M ﹤0.01%
17,959
-3,516
-16% -$877K
EL icon
999
Estee Lauder
EL
$30.4B
$4.36M ﹤0.01%
53,902
-1,128
-2% -$72.6K
RVMD icon
1000
Revolution Medicines
RVMD
$39.9B
$4.35M ﹤0.01%
118,164
-59,918
-34% -$2.3M
38 39
40
41 42

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Neuberger Berman Group's Q2 2025 Portfolio in Review

As of Q2 2025, Neuberger Berman Group held 2,138 positions worth $130B, up 8.8% from $119B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Neuberger Berman Group's Q2 2025 filing shows 167 new, 1,007 increased, 798 reduced and 89 closed positions. Its largest new stake was Caris Life Sciences: 6,239,520 shares worth $167M. The largest sale was Kroger, an estimated $306M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q2 2025 buy was Caris Life Sciences: 6,239,520 shares worth $167M.
  • Neuberger Berman Group added most to Home Depot in Q2 2025, an estimated $338M increase.
  • Neuberger Berman Group's biggest Q2 2025 reduction was Kroger, cutting an estimated $306M.
  • Neuberger Berman Group fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $73.6M.
  • Neuberger Berman Group's ten largest holdings make up 21% of its $130B portfolio in Q2 2025.
  • Neuberger Berman Group opened 167 new positions and closed 89 in Q2 2025.
  • Neuberger Berman Group's portfolio value rose 8.8% quarter-over-quarter to $130B.

Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.